Client Manager jobs at Huntington National Bank - 25 jobs
Commercial P&C Insurance Senior Account Manager
Huntington 4.4
Client manager job at Huntington National Bank
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
Conduct regular exposure analysis and risk reviews with clients and prospects.
Lead the end-to-end marketing process for new and renewal business.
Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
Review and present carrier quotes, ensuring alignment with client needs and agency standards.
Prepare and deliver proposals, and policy documents within established timelines.
Maintain accurate client and policy data in agency systems.
Identify and pursue account rounding, cross-sell, and referral opportunities.
Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
Bachelor's degree
Active Property & Casualty Insurance License
5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$73k-97k yearly est. Auto-Apply 45d ago
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Commercial Relationship Mgr III
Huntington National Bank 4.4
Client manager job at Huntington National Bank
Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility.
Duties & Responsibilities:
+ Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in collaborative pre-call planning sessions, resulting in memorable client interactions. Bring new ideas to clients and challenge them to consider alternative ways of doing business. Maintains an updated qualified prospect list that aligns with the risk profile of the bank. Maintains an updated pipeline and proactively works to close high probability opportunities. Leverages an established group of Centers of Influence to obtain referrals and continually works to grow this network.
Partners effectively with credit risk colleagues. Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Follows processes and procedures to ensure risks are measured, monitored, and controlled, and compliance requirements are adhered to on an ongoing basis. Keeps abreast of risk-related changes that may impact assigned work functions and processes.
Maintains a passion for learning and new skill development and a willingness to mentor colleagues. Interest in and willingness to be actively involved in community service, including potentially serving on the board of directors of a non-profit organization.
Basic Qualifications:
+ Bachelor's degree or commercial banking experience
+ 8+ years of financial services-related experience
Preferred Qualifications:
+ 12+ years of experience working directly as a Commercial Manager.
+ Successful track record of recommending and cross-selling important banking services, including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance.
+ Formal credit training and commercial banking underwriting experience.
+ Master's of Business Administration Degree.
+ Actively involved in community and/or non-profit volunteering services
+ Experienced and successful in cultivating new commercial banking relationships.
+ Ability to analyze corporate financial statements and make recommendations on credit structure.
+ Strong written and verbal communication and negotiation skills.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000-$189,000 Annually
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly 24d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Columbus, OH jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manageclient relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$62k-86k yearly est. 3d ago
Portfolio Relationship Manager - Data Centers
Associated Bank 4.6
Remote
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
• Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
• Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
• Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
• Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
• Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
• Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
• 4+ years of experience in credit underwriting, financial analysis, and portfolio management.
• 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
• 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
• 2+ years of proven ability to manageclient relationships and negotiate deal terms.
• 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
• 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
• Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
• High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
• Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
• Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
• Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$57k-85k yearly est. Auto-Apply 32d ago
Sr. Client Manager
Keybank 4.4
Brooklyn, OH jobs
Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location).
Remote Option: If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote.
Hours: 8-5pm EST
Job Summary
As an integral member of the Commercial Bank team, this role collaborates to acquire, expand, and retain business clients. The position serves as the first point of contact for customer service needs, inquiries, or problems, ensuring clients receive a full and effective client experience.
Essential Functions
Collaborate with partners to expand and retain business and commercial clients
Maintain and manage cash management services, including project completion and tracking (e.g., product/service updates, new service introductions, compliance projects)
Prepare, deliver, and review agreements
Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
Conduct research to support ongoing client needs
Generate cross-sell leads and participate in regular bank initiatives
Partner with internal stakeholders to address complex client needs
Make timely, risk-aware decisions and take ownership of outcomes
Set clear objectives, define priorities, and manage time effectively
Analyze information from various sources to draw conclusions and develop solutions
Adheres to and supports Key's compliance culture.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree or equivalent experience (required)
Work Experience
3+ years of cash management experience (required)
3+ years of Commercial Banking experience (preferred)
Licenses and Certifications
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
Skills
Expertise in treasury/ cash management products and services.
Manages service updates, compliance projects, and new service rollouts.
Demonstrated success in managingclient needs and inquiries.
Strong verbal and written communication for client engagement.
Identifies cross-sell opportunities and contributes to bank initiatives.
Analyzes information to resolve complex client issues.
Makes timely, risk-aware decisions and takes ownership of outcomes.
Works effectively with internal partners to support business growth.
Prepares, delivers, and reviews client agreements.
Sets priorities and manages workload effectively.
Ensures accuracy and follow-through in client support.
Comfortable presenting to clients and internal stakeholders
Adheres to risk policies and supports testing initiatives.
Ability to interpret data and develop client-focused solutions.
Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$68k-103k yearly Auto-Apply 13d ago
Key Private Bank Relationship Manager
Keybank 4.4
Columbus, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships.
Essential Functions
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in business related field (preferred)
OR equivalent experience (required)
Work Experience
Minimum of 5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA License S7 and
FINRA License S66 (preferred) or
FINRA License S63 and
FINRA License S65 (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Skills
Ability to build trust by taking a client-centric approach. To prepare for Talent
Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
Demonstrated in-depth knowledge of financial products and banking regulations.
Demonstrated strong client advisory skills.
Demonstrated experience with and broad understanding of personal and commercial financial statements.
Proven experience with and comprehensive understanding of consumer and commercial lending.
Excellent verbal and written communication skills.
Proficient in personal computer applications to drive results.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$94k-175k yearly Auto-Apply 60d+ ago
Head of Client Success
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Head of Client Success Location: Remote (Eastern Time Zone Preferred) Reports to: Chief Operating Officer (COO) Employment Type: Full-Time
About DTS DTS delivers SaaS-led cash logistics and payment data solutions that simplify deposit tracking, change ordering, visibility, and reconciliation for Retail and Banking clients. Our offerings also include managed services, consumables, and support programs, enabling customers to fully optimize their cash operations.
Role Overview
We are seeking a Head of Client Success to lead a high-performing team responsible for client onboarding, implementation, adoption, satisfaction, and retention. This role ensures customers achieve maximum value quickly - while also delivering commercial outcomes aligned to DTS financial goals.
Success in this position requires balancing strong relationships with measurable revenue performance, including:
- Faster time-to-value and time-to-revenue- Growth in MRR (Monthly Recurring Revenue) and expansion revenue- Strong Net Revenue Retention (NRR)- Renewal management and churn prevention
This leader owns the full customer lifecycle: from pilot rollout to enterprise scaling and long-term expansion.
Key Responsibilities - Lead and mentor the Client Success team (implementation + relationship management)- Drive customer activation and adoption to accelerate revenue realization- Support cross-sell and up-sell of SaaS, managed services, consumables, and support programs- Establish KPIs across service delivery, customer health, and commercial performance- Manage executive-level engagement and structured business reviews- Coordinate closely with Sales, Product, Finance, and Deployment to ensure seamless handoffs- Implement scalable processes and playbooks for onboarding and lifecycle success- Advocate customer needs to shape product evolution and roadmap priority
Qualifications - Bachelor's degree in Business, Operations, or similar field- 5+ years in Client Success, Customer Operations, or Service Delivery in:SaaS, Fintech, Retail Technology, Banking Technology, or Cash Automation- Strong commercial mindset with experience improving MRR, expansion revenue, and adoption metrics- Background supporting enterprise retail or banking customers preferred- Solid operational and leadership capability in delivery environments- Excellent communication and analytical skills
Personal Attributes - Customer-first mindset aligned to measurable business outcomes- Strong executive presence and problem-solving orientation- Thrives in a scaling environment - adaptable and hands-on- Builds a culture of accountability, teamwork, and continuous improvement
What We Offer- Competitive compensation with performance incentives- Flexible remote working environment- Opportunity to shape the Client Success strategy of a fast-growing fintech leader
Head of Client Success
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$64k-86k yearly est. 44d ago
Head of Client Success
Fifth Third Bank 4.6
Ohio jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Head of Client Success
Reports to: Chief Operating Officer (COO)
Employment Type: Full-Time
About DTS
DTS delivers SaaS-led cash logistics and payment data solutions that simplify deposit tracking, change ordering, visibility, and reconciliation for Retail and Banking clients. Our offerings also include managed services, consumables, and support programs, enabling customers to fully optimize their cash operations.
Role Overview
We are seeking a Head of Client Success to lead a high-performing team responsible for client onboarding, implementation, adoption, satisfaction, and retention. This role ensures customers achieve maximum value quickly - while also delivering commercial outcomes aligned to DTS financial goals.
Success in this position requires balancing strong relationships with measurable revenue performance, including:
• Faster time-to-value and time-to-revenue
• Growth in MRR (Monthly Recurring Revenue) and expansion revenue
• Strong Net Revenue Retention (NRR)
• Renewal management and churn prevention
This leader owns the full customer lifecycle: from pilot rollout to enterprise scaling and long-term expansion.
Key Responsibilities
• Lead and mentor the Client Success team (implementation + relationship management)
• Drive customer activation and adoption to accelerate revenue realization
• Support cross-sell and up-sell of SaaS, managed services, consumables, and support programs
• Establish KPIs across service delivery, customer health, and commercial performance
• Manage executive-level engagement and structured business reviews
• Coordinate closely with Sales, Product, Finance, and Deployment to ensure seamless handoffs
• Implement scalable processes and playbooks for onboarding and lifecycle success
• Advocate customer needs to shape product evolution and roadmap priority
Qualifications
• Bachelor's degree in Business, Operations, or similar field
• 5+ years in Client Success, Customer Operations, or Service Delivery in:
SaaS, Fintech, Retail Technology, Banking Technology, or Cash Automation
• Strong commercial mindset with experience improving MRR, expansion revenue, and adoption metrics
• Background supporting enterprise retail or banking customers preferred
• Solid operational and leadership capability in delivery environments
• Excellent communication and analytical skills
Personal Attributes
• Customer-first mindset aligned to measurable business outcomes
• Strong executive presence and problem-solving orientation
• Thrives in a scaling environment - adaptable and hands-on
• Builds a culture of accountability, teamwork, and continuous improvement
What We Offer
• Competitive compensation with performance incentives
• Flexible remote working environment
• Opportunity to shape the Client Success strategy of a fast-growing fintech leader
Head of Client SuccessTotal Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$66k-88k yearly est. Auto-Apply 42d ago
Key Private Bank Relationship Manager
Keybank 4.4
Toledo, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's degree in business related field or equivalent work experience (required)
Experience Qualifications
5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer and commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$94k-175k yearly Auto-Apply 60d+ ago
Key Private Bank Relationship Manager
Keybank 4.4
Akron, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
FINRA Series 7 and 66 (or 63 & 65) (required) and
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration
Critical Thinking
Emotional Intelligence
Empathy
Influence
Persuasion
Resilience
Practical Skills
Business Acumen
Risk Management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$94k-175k yearly Auto-Apply 60d+ ago
Key Private Bank Relationship Manager
Keybank 4.4
Dayton, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
A minimum of 5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer and commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$94k-175k yearly Auto-Apply 60d+ ago
Institutional Advisors Relationship Manager
Keybank 4.4
Brooklyn, OH jobs
Institutional Advisors are national practice experts focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors client experience for an assigned book of clients. In addition to their client book, RM collaborate with the National KPB Field Teams, other Banking Teams, and centers of influence to meet the needs of the Institutional client segment and oversee the delivery of fiduciary advice to IA clients. Every RM has an expectation to sustain and grow their book through the expansion of existing clients, referrals from clients, internal partners, and COIs.
The Relationship Manager drives current relationships forward, expands existing KeyBank relationships through sharing of expertise with field and banking partners and builds connections to the nonprofit, public, corporate, government, and/or Tribal Nation communities to bring new clients to KeyBank. As appropriate, RMs will actively participate in the creation of thought leadership in their deepest area of client expertise.
ESSENTIAL JOB FUNCTIONS
Deliver consultative relationship management to institutional clients and deals effectively with all levels in the client's organization. Ensures appropriate and accurate coordination of all KeyBank lines of business, across all product lines, to deliver distinguishable advice. Lead client relationship reviews and the creation of the agenda in collaboration with other internal relationship partners. Responsible for overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's fiduciary responsibilities. Retain and expand client relationships. Foster close business relationships to develop client loyalty and new business opportunities by engaging with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries. Develop references from relationships: clients and their external partners, i.e., consultants, third-party plan administrators, attorneys, accountants, auditors, outside RIAs, etc. Mitigate risk by managing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements. Identify opportunities to grow revenues through cross selling other KeyBank products that will benefit the client - and develop and implement appropriate client action plans striving to continually improve client experience and engagement. Provide subject matter expertise regarding IA services and lead/participate in closing new business opportunities. Lead new relationship transitions or accounts restructuring and coordinate impact to related KeyBank service areas. Participate in IA product development evaluations and projects - bringing industry knowledge and expertise. Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees. Must be capable of managing multiple, and at times, competing priorities - internal and external.
COMPETENCIES/SKILLS
Personal effectiveness
Communication
Problem Solving
Decision Making
Customer Service Orientation
Occupational / Technical Knowledge
Adaptability / Flexibility
Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect. Understands and respects the intricacies and complexities of institutional clients.
Command Skills - Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn't afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges.
Measuring and Managing Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results; designs feedback loops into work.
REQUIRED QUALIFICATIONS
A minimum of 10 years industry experience working with corporate, nonprofit, public fund and/or Taft Hartley clients.
Working knowledge of trust/custody administration, foundation services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs, operating funds.
Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
Client consultation/advocate background.
Bachelor's degree.
Strong PC skills, especially Excel, Word, and PowerPoint.
PREFERRED QUALIFICATIONS
Graduate Degree or other industry specific certification(s).
Public speaking experience.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$61k-94k yearly Auto-Apply 60d+ ago
Newline Relationship Manager II
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies within the bank's Newline vertical. The position requires a strong understanding of the payments industry and will focus on growing relationships that utilize the bank's Newline money movement services and technology, including sponsorship services, instant payment and API connectivity. This includes but is not limited to payroll, payment aggregators, payment facilitators, merchant acquirers, card issues, bill payment and other companies that have developed client facing payment products. Ability to lead and coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of the payments industry, treasury products, payments verticals commercial credit, commercial products and financial statement analysis, in order to offer comprehensive treasury and embedded payment solutions based on clients and prospects needs. The incumbent will have a deeper skill set understanding the needs and requirements of complex payment businesses to call on larger clients and more sophisticated credits. This role is expected to actively participate in industry events/community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Strong understanding of the payments industry, faster payments, and Newline industry.
+ Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
+ Develop and implement business plan to achieve financial goals and qualitative measurements.
+ Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships.
+ Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
+ Work with product , risk and operation partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
+ Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
+ Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
+ Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience
+ Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
+ Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
+ Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
+ Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
+ Formalized commercial banking training or payments industry experience required. Ability to structure for moderately complex financial situations.
+ Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
+ Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
+ Thorough knowledge of Commercial, Treasury Management, and financing options
+ Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
+ Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
+ Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
+ Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
+ Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
+ Proven ability to work in a team-based sales environment.
+ Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
+ Regional /local travel.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
+ Frequent travel possible depending on assignment.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
Newline Relationship Manager II
Total Base Pay Range 80,500.00 - 169,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$74k-95k yearly est. 51d ago
Newline Relationship Manager II
Fifth Third Bank 4.6
Ohio jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for profitable business development and monitor the quality of an existing portfolio of companies within the bank's Newline vertical. The position requires a strong understanding of the payments industry and will focus on growing relationships that utilize the bank's Newline money movement services and technology, including sponsorship services, instant payment and API connectivity. This includes but is not limited to payroll, payment aggregators, payment facilitators, merchant acquirers, card issues, bill payment and other companies that have developed client facing payment products. Ability to lead and coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of the payments industry, treasury products, payments verticals commercial credit, commercial products and financial statement analysis, in order to offer comprehensive treasury and embedded payment solutions based on clients and prospects needs. The incumbent will have a deeper skill set understanding the needs and requirements of complex payment businesses to call on larger clients and more sophisticated credits. This role is expected to actively participate in industry events/community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong understanding of the payments industry, faster payments, and Newline industry.
Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
Develop and implement business plan to achieve financial goals and qualitative measurements.
Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product, risk and operation partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
Formalized commercial banking training or payments industry experience required. Ability to structure for moderately complex financial situations.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and financing options
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be
made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to
perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties,
responsibilities or requirements. Employees may be required to perform any other job-related instructions as
requested by their supervisor, subject to reasonable accommodation.
Newline Relationship Manager IITotal Base Pay Range 80,500.00 - 169,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$76k-97k yearly est. Auto-Apply 51d ago
Commercial Relationship Mgr III
Huntington 4.4
Client manager job at Huntington National Bank
Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility.
Duties & Responsibilities:
Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in collaborative pre-call planning sessions, resulting in memorable client interactions. Bring new ideas to clients and challenge them to consider alternative ways of doing business. Maintains an updated qualified prospect list that aligns with the risk profile of the bank. Maintains an updated pipeline and proactively works to close high probability opportunities. Leverages an established group of Centers of Influence to obtain referrals and continually works to grow this network.
Partners effectively with credit risk colleagues. Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Follows processes and procedures to ensure risks are measured, monitored, and controlled, and compliance requirements are adhered to on an ongoing basis. Keeps abreast of risk-related changes that may impact assigned work functions and processes.
Maintains a passion for learning and new skill development and a willingness to mentor colleagues. Interest in and willingness to be actively involved in community service, including potentially serving on the board of directors of a non-profit organization.
Basic Qualifications:
Bachelor's degree or commercial banking experience
8+ years of financial services-related experience
Preferred Qualifications:
12+ years of experience working directly as a Commercial Manager.
Successful track record of recommending and cross-selling important banking services, including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance.
Formal credit training and commercial banking underwriting experience.
Master's of Business Administration Degree.
Actively involved in community and/or non-profit volunteering services
Experienced and successful in cultivating new commercial banking relationships.
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skills.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000-$189,000 Annually
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 25d ago
Commercial P&C Insurance Senior Account Manager
Huntington Bancshares Inc. 4.4
Client manager job at Huntington National Bank
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
* Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
* Conduct regular exposure analysis and risk reviews with clients and prospects.
* Lead the end-to-end marketing process for new and renewal business.
* Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
* Review and present carrier quotes, ensuring alignment with client needs and agency standards.
* Prepare and deliver proposals, and policy documents within established timelines.
* Maintain accurate client and policy data in agency systems.
* Identify and pursue account rounding, cross-sell, and referral opportunities.
* Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
* Bachelor's degree
* Active Property & Casualty Insurance License
* 5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
* Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$74k-99k yearly est. Auto-Apply 60d+ ago
Commercial P&C Insurance Senior Account Manager
Huntington National Bank 4.4
Client manager job at Huntington National Bank
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
+ Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
+ Conduct regular exposure analysis and risk reviews with clients and prospects.
+ Lead the end-to-end marketing process for new and renewal business.
+ Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
+ Review and present carrier quotes, ensuring alignment with client needs and agency standards.
+ Prepare and deliver proposals, and policy documents within established timelines.
+ Maintain accurate client and policy data in agency systems.
+ Identify and pursue account rounding, cross-sell, and referral opportunities.
+ Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
+ Bachelor's degree
+ Active Property & Casualty Insurance License
+ 5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
+ Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$74k-99k yearly est. 60d+ ago
Commercial P&C Insurance Senior Account Manager
Huntington National Bank 4.4
Client manager job at Huntington National Bank
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
+ Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
+ Conduct regular exposure analysis and risk reviews with clients and prospects.
+ Lead the end-to-end marketing process for new and renewal business.
+ Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
+ Review and present carrier quotes, ensuring alignment with client needs and agency standards.
+ Prepare and deliver proposals, and policy documents within established timelines.
+ Maintain accurate client and policy data in agency systems.
+ Identify and pursue account rounding, cross-sell, and referral opportunities.
+ Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
+ Bachelor's degree
+ Active Property & Casualty Insurance License
+ 5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
+ Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$74k-97k yearly est. 60d+ ago
Commercial P&C Insurance Senior Account Manager
Huntington Bancshares Inc. 4.4
Client manager job at Huntington National Bank
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
* Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
* Conduct regular exposure analysis and risk reviews with clients and prospects.
* Lead the end-to-end marketing process for new and renewal business.
* Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
* Review and present carrier quotes, ensuring alignment with client needs and agency standards.
* Prepare and deliver proposals, and policy documents within established timelines.
* Maintain accurate client and policy data in agency systems.
* Identify and pursue account rounding, cross-sell, and referral opportunities.
* Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
* Bachelor's degree
* Active Property & Casualty Insurance License
* 5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
* Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$74k-97k yearly est. Auto-Apply 60d+ ago
Senior Regional Banking Relationship Manager
Huntington 4.4
Client manager job at Huntington National Bank
The Regional Banking Relationship Manager, Senior is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues.
Duties and Responsibilities:
Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.
Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking.
Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants.
Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size.
Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers.
Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document.
Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.
Represents the bank within the community through representation on keyboards and at business and community functions.
Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.
Partner with more junior Regional Banking colleagues on more complex credits.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience)
10+ years of Business Banking/Commercial Banking experience
Preferred Qualifications:
Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.